Couples That Plan Their Retirement Together, Retire Happily Ever After

Sally and Bob are a hard-working couple approaching 60. Sally is a hospice nurse and Bob is a high school principal.

Married 29 years, they’ve always planned everything together, from family vacations to financing their two kids’ college educations. But now that they’re separately starting to think about their financial futures, each is reluctant to bring up this really important subject that will affect the rest of their lives.

If Sally and Bob sound like you and
your partner, keep reading.


We’re pleased to tell you that we’ve learned about an extremely worthwhile event, called “Smart Couples Finish Rich: The Retirement Seminar,” for couples just like Sally and Bob. Presented by David Bach, Vice Chairman of Edelman Financial Services, and author of the #1 National bestselling book, Smart Couples Finish Rich, the 90-minute session has been created to help share the lessons and secrets of happy couples who’ve successfully planned their retirements together.

David will help couples navigate the critical aspects of retirement planning, including:

  • How to plan for retirement together to avoid running out of money
  • The 5 key financial decisions every couple needs to make
  • The new retirement strategies for asset allocation and IRA withdrawals
  • What to do with old retirement accounts at previous employers
  • How you can both maximize your Social Security benefits
  • And much, much more…

If you live in or near LA, Chicago, Detroit, or Boston, we strongly recommend registering for “Smart Couples Finish Rich: The Retirement Seminar” so you and your partner can start the dialogue. No couple planning for retirement should miss this.

Seminars are April 29 in LA; May 6 in Chicago; May 12 in Detroit, and May 14 in Boston.

Enter code FO50Blog at checkout and receive
FREE registration for you and a guest!

The 90-minute seminar is regularly $15 per
person or $25 per couple.

if you want to retire in comfort.

David Bach is Vice Chairman of Edelman Financial Services LLC, a Registered Investment Advisor. He is an Investment Advisor Representative who offers advisory services through EFS and a Registered Representative of (and offers securities through) Sanders Morris Harris Inc., an affiliated broker/dealer, member FINRA/SIPC.

Advisory Services offered through Edelman Financial Services LLC. Securities offered through Sanders Morris Harris Inc., an affiliated broker/dealer, member FINRA/SIPC.

This post is sponsored by Edelman Financial Services. Thank you for supporting FabOverFifty!